02/29/2024

Clearwater Capital Partners Celebrates James Chapman's Promotion to Senior Wealth Advisor

HOFFMAN ESTATES – Clearwater Capital Partners proudly announces the promotion of James Chapman to Senior Wealth Advisor in recognition of his decade long service to our clients and his material contributions to the firm. In addition to his advisory role, James serves as the firm’s Chief Innovation Officer (CIO) and is a key member of our leadership team.

Having been recognized by Forbes magazine as an Illinois Top Next Gen Wealth Advisors in 2021, 2022, and 2023, James exemplifies Clearwater Capital’s commitment to personalized and forward-thinking financial guidance. He regularly writes commentary for the firm’s Thought Leadership platform and has been interviewed by the Family Wealth Alliance and WisdomTree Asset Management on the changing landscape of the advisory industry and innovations within the firm.

James also has a deep commitment to serving the community. He is currently a board member of A Giving Heart and is active with the Clearwater Capital Foundation, where he recently concluded a two-year term as the foundation’s Executive Director. James is also the Chairman of the annual Clearwater Capital Foundation Supercar Show, which has become one of the largest exotic car shows in Illinois and raising over $100,000 for local charities since the show’s inception.

As James assumes the role of Senior Wealth Advisor, Al Krause, Chief Financial Officer of Clearwater Capital Partners, remarked, "We applaud James for his many achievements. His promotion is a testament to his exceptional skills, dedication, and significant contributions to our firm. We look forward to his continued success and positive impact for the clients we serve."

Click here to read the full biography for James Chapman.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/